10Elms LLP is a registered investment advisor located in Tulsa, Oklahoma, offering comprehensive wealth management and financial planning services. 10Elms builds personalized investment portfolios using low-cost, liquid instruments like exchange-traded funds, combining strategic asset allocation with tactical momentum shifts based on market conditions. In addition to managing investments, 10Elms provides financial planning covering business planning, cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax planning strategies. The firm acts as a registered investment advisor legally required to act in your best interest, operating as a fee-only practice that does not accept commissions for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated to determine the fee.